Parsec Financial Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Parsec Financial Management, Inc.
- $2.37 Billion
- Q1 2023
A detailed history of Parsec Financial Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 352,206 shares of SCHM stock, worth $9.72 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
352,206
Previous 364,855
3.47%
Holding current value
$9.72 Million
Previous $23.9 Million
0.17%
% of portfolio
1.01%
Previous 1.07%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.1MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio